Some stuff I am reading today morning:
Risk of contagion in financial sector (ET)
Concor employees smell a scam in strategic sale (BL)
BSNL-MTNL Merger (FE)
Insurance Cos exit Fasal Bima Yojana (BT)
Celebrating Diwali during a Downturn (Mint)
Diwali Special with Manish Chokhani & Ramesh Damani (ET Now)
Evolve or Die (MicroCap Club)
Four types of Investors (Niteen S Dharmawat)
On Owner-Managed Companies (Joseph Boskovich)
Scaling Fallacy in Investing (Safal Niveshak)
Some stuff I am reading today morning:
25 DFHL group firms took 14,000 Cr loans (Mint)
Indigo Promoter fight worsens (ET)
Diwali Special with Manish Chokhani, S Naren & Raamdeo Agrawal (CNBC)
Post general elections is a good time to make money (Marcellus)
Interview with Samir Arora (ET)
Useful Biases (Morgan Housel)
Uncomfortable reading (Irrelevant Investor)
3 Lessons from my worst trade (Marc Litchenfeld)
Improving liquidity for small cap stocks (Aleph)
Up and to the right (Seth Godin)
Some stuff I am reading today morning:
All eyes on Infosys (BS)
India-US trade deal almost final (FE)
Interview with Bharat Shah (ET)
Decoding the great Indian tax payer (Mint)
How the Singh brothers fell from grace (Rediff)
Sector Watch: Sugar (Forbes)
Ranking business models (Ashish Kila)
Don’t exit SIP (Bala)
Profiting from the Trump chaos trades (Vanity Fair)
The best predictor for stock fund performance (Morningstar)
Some off beat reads for the long weekend:
The brutal history of Kalapani (Guardian)
How Savarkar and RSS won (HT)
On Abhijit Banerjee (Bibek Debroy)
Ayodhya Advocate: K Parasaran (Swarajya)
How the Communists killed industry in West Bengal (Rediff)
Updates from Kashmir (Abhijit Iyer Mitra)
Walkover for Devendra Fadnavis (Hemant Desai)
When GoFundMe gets ugly (Atlantic)
On Yasukuni (Al Jazeera)
Bike Ride: Coastal Gujarat (Dr. Vijay Malik)
Travelogue: Iceland (Team BHP)
Gold cannons & a poison plot (Mint)
Video: Pune & the Maratha Empire (Uday Kulkarni)
Enjoy within limits (J Mathrubootham)
Why you don’t see your friends anymore (Atlantic)
Some stuff I am reading today morning:
EU & UK reach deal on Brexit (BBC)
Realty market sentimernts sink to demonetization levels (ET)
Health of MSMEs worsens (BS)
India’s tightrope act with foreign investors (Mint)
SEBI may hike PMS investment limit to 50L (MC)
India: Wealth Creation Story (Kuntal Shah)
The smelting of Indian stocks (Calm Investor)
Latest Memo from Howard Marks (Oaktree Capital)
Forget Value Vs Growth (Michael Mauboussin)
An Eulogy for the 60-40 portfolio (Common Sense)